Laurels

Best Financial Advisors in Madison
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Madison Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 70 48 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Blackhorn Partners

Blackhorn Partners is a wealth management firm with offices in Chicago, Illinois and Madison, Wisconsin. The firm focuses on multi-generational planning for families. Financial comfort services involve managing assets, generating income, mitigating taxes, saving for the future, and meeting lifestyle needs. The legacy planning services include estate directives and maintenance, charitable contributions, wills, and living legacy plans. There are also risk management strategies, such as income replacement, family security, individual health plans, business protection, and long term care insurance. Retirement plans address future goals, life changes, health concerns, housing alternatives, and lifestyle expectations. The firm also addresses children's financial needs.

Madison, WI 53703

Website

Evolution Financial LLC

Evolution Financial is a Madison-based financial advisory firm concentrating on life transition planning and assistance for nationwide clients. The company offers budget planning, investment management, retirement planning, family change consulting, tax planning, career change solutions, and charitable giving strategy services. Each client receives a financial plan tailored to their circumstances and concerns. After the implementation, the firm monitors the plan's performance for two months to make sure the assets grow as projected. Clients can have their assets managed on an ongoing basis after this if they so choose. The firm offers investment management regardless of a client's total net worth.

Madison, WI 53704

Website

Perk Planning

Perk Planning is a Registered Investment Advisory firm located in Madison. The company's live planning session services are optimized for clients who only have a few questions, want independent clarification and prioritization of their goals, or need a second opinion. The deep dive services cover multiple aspects of a client's finances with fees that vary depending on the complexity. Clients can use their periodic review services to monitor and adjust their financial plans over time. The firm also offers an ongoing client program that provides ongoing plan access, priority appointment booking, prompt responses to questions, and discounted overall planning services.

Madison, WI 53703

Website

SVA Financial Group

SVA Financial Group has served the Appleton, Brookfield, Madison, and Sioux Falls communities for over two decades. Currently, it manages more than $2.5 billion in client assets. Typical services include personal investment strategies, individual retirement services, retirement plans for businesses, trust and estate planning, tax planning, and impact investing. In addition, the firm has specialized services that address the unique concerns of professional women, physicians, and university students. Clients can receive consultations regarding life transitions like marriage, divorce, birth of children, changing healthcare needs, sudden inheritance, and business ownership transitions. The company's retirement planning strategies aim to retain employees.

Madison, WI 53717

Website

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